Boonsboro Estate Planning Lawyers

Jason Morton is a graduate of the University of Baltimore School of Law and was admitted to the Bar in 1994. Jason served as a law clerk in the Circuit Court for Washington County before practicing with Strite and Schildt, P.A. He was an adjunct professor of Civil Litigation, Employment Law, Constitutional Law and Legal Ethics at Kaplan University. He joined our firm in 2011. Jason’s practice emphasizes Family Law, including divorce, custody, visitation and guardianships. He also handles a variety of other types of cases that involve contracts and litigation. He has served...

Nicole Hewitt specializes in Estate Planning and Administration, Elder Law, Special Needs Planning, Business Planning, and Real Estate Transactions, with a particular focus on tax implications. She provides expert legal guidance to individuals, business owners, young families, retirees, and the elderly, helping them achieve their estate, tax, and medical assistance planning goals. Additionally, Nicole has extensive experience working with individuals and families with special needs, including the establishment of trusts and adult guardianships. Before co-founding HWK Law Group, Nicole built a robust career that included roles as a senior tax associate with two Big 5 accounting firms, an associate at a...

Ashley Wilburn was born and raised in Hagerstown, Maryland and is a North Hagerstown High School alumnus. Ashley’s current practice emphasizes family law, including divorce, alimony, marital property distribution, child custody, child support, prenuptial and postnuptial (separation) agreements, enforcement and post-divorce matters, step-parent and private party adoptions, and child welfare. Her practice also includes estate planning, wills and trust, probate and estate administration, and commercial, contract and civil litigation. Ashley is also court-appointed to represent children in contested custody cases, and she has recently become a certified mediator. She looks forward to expanding her practice to...

Jeff graduated from Boston University School of Law’s Tax LLM program and practice as a tax, business, and estate planning attorney.

Jeff advises clients on legal and tax issues relating to business transactions, start-ups, corporate mergers & acquisitions, business successions, estate planning, and real estate. Jeff practices both federal and state tax law, and he assists individuals and businesses with tax audit defense and tax planning in the areas of income, corporate, partnership, franchise, sales and use, property, and estate taxes. Jeff's background allows him to consider clients' personal, business, and tax needs. Jeff was the 2013 president...

Jim was born and raised in Hagerstown Maryland. He has practiced law in Washington County since 1982. Jim’s current practice emphasizes business, commercial and contract law, civil litigation and appeals, corporate and partnership law, estate planning, wills and trusts, probate and estate administration, and real estate development. Before co-founding Kane & Stone, Jim was a principal with Kane, Wilburn & Stone for six years and Poole & Kane for six years. Before that, Jim was managing principal of Miller, Oliver, Baker, Moylan & Stone, a firm with whom he was associated for 28 years. After receiving an...

I have helped over 3,000 people through the divorce process in my career. I try to educate my clients so they understand the law and what a "reasonable settlement" looks like. Over 95% of my cases settle without having to do a trial because I work hard to reach creative solutions to these emotional issues.

I formed Montefusco Estate Planning let people follow their own beliefs when planning for the future. I serve the Frederick area with professionalism, honesty and accessibility.

Law Office of Lena A. Clark is a downtown Frederick, Maryland law firm that offers a comprehensive range of Estate Planning, Probate and Elder Law services focused solely on helping our clients protect themselves, their families and their assets for the future. Licensed to practice law in Maryland, Washington, DC, and Virginia, the law firm's founder, Lena (pronounced Lay-na) Clark, represents clients who have legal needs related to any of the following:

• Estate Planning, including Last Will and Testament, Financial Power of Attorney and Advance Medical Directive
• Revocable and Irrevocable Trust, Gun Trust and Special Needs Trust
• Asset Protection Planning
•...

The National Law Center, George Washington University J.D., with Honors
University of Maryland, BA Major in Government & Politics, Minor in Psychology
Civic, Professional, Foundation and Corporate Affiliations:

Delegate to Democratic National Convention
Campaign Manager for Rep. Michael D. Barnes
Rockville Chamber of Commerce – Past President
National Capital Chapter of MS Society - Board of Trustees, and Past Chair
Shady Grove Hospital Fund Campaign - Major Gift Chair
Montgomery County Bar Association –Chair Judicial Selections; Member of Ethics, Fee Arbitration and Legislation Committees
Silver Spring Chamber of Commerce - Vice President
Montgomery County Chamber of Commerce - Liquor Control Evaluation
Rockville Alternative Community Service Commission
Montgomery County Volunteer MS Committee -...

Nick is an accomplished attorney who is also co-owner and Broker of Union Preferred Realty where along with his team, he provides exceptional real estate services to homeowners, investors, sellers, with a special focus on the needs of union members.
When Nick is not in the office, you can catch him working with the next generation of lawyers and leaders at a Baltimore City’s largest high school, where he is the director of the Law and Leadership Program. Nick is a passionate individual who cares for others far more than he does for himself and works tirelessly to ensure the success...

Kate Wright focuses her practice on all aspects of civil and commercial litigation, family law, and estate planning, but has experience in all of the firm’s practice areas. Kate, a native of Frederick County, Maryland attended Urbana High School, and graduated cum laude from New York University with a Bachelor’s degree in Politics and a minor in Spanish. Kate received her Juris Doctor from the University of Baltimore School of Law graduating magna cum laude. During law school, Kate was a Dean’s Scholar; served as Associate Editor on the Intellectual Property Law Journal; participated on the National Mock Trial Competition Team;...

Tim works with clients to develop long term legal solutions for their family, including wills, trusts, advance directives, and pre- and post-nuptial agreements. He also assists clients with probate and will and trust administration. In family law matters, Tim represents litigants in divorce and helps resolve custody disputes. The Montgomery County and Frederick County Circuit Courts frequently appoint Tim to serve as personal representative in probate matters; to serve as the guardian of elderly, disabled adults’ property; to represent elderly and disabled adults in guardianship matter; and to represent minor children in custody disputes. Tim advises small...

Glen E. Frost is the Managing Partner of Frost Law, a certified public accountant, and Certified Financial Planner®. He practices tax, business, estate planning, and white-collar crime. Glen manages a team of attorneys, certified public accountants, enrolled agents, former IRS employees, certified fraud examiners, and other professionals at the firm.

Frost Law is headquartered in the Washington, D.C. Metropolitan Area, and has office locations in Maryland, Virginia, Washington, D.C., Pennsylvania, and Florida. The firm serves clients domestically and abroad.

Glen is able to provide a holistic approach to resolving the legal, tax, business, and financial needs of clients with his diverse background....

Brian Gormley has a dynamic transactonal practice with tremendous experience representing clients at all parts of the continuum. Having worked with large institutions in the structured finance and capital markets world, developers, nonprofits and lenders in the multifamily housing market, and individual distressed homeowners and estates, he is familiar with all levels of clients and their associated needs. He has extensive real estate experience, representing clients in multifamily housing transactions, DC TOPA cases (tenant opportunity to purchase act), foreclosure defense and short sales, and as a title attorney and a real estate broker. He also has an active probate and...

My journey to becoming the owner and founder of Wayside Legal came out of an intense sense of justice and a desire to stand up for people who cannot stand up for themselves. I started Wayside Legal for you. Every day, the firm is devoted to serving clients and the community with enthusiasm and value. Your case isn’t just a legal event but a complete and total life transition, so I strive to be a concierge that can address any and all of the issues you may face.

I am a veteran attorney licensed in Maryland, D.C. and Virginia, handling all...

With 27+ years of experience as an attorney, Julie Myers offers a wide range of legal services, including estate planning, wills, trusts, powers of attorney, business formation and general counsel, and contract drafting and review. Julie works closely with clients to make sure their legal documents are tailored to meet their specific needs and goals. Julie is a native of Washington, D.C., grew up in Columbia, Maryland, and attended Howard County's award-winning public schools.

Laura Thomas is the owner of Legacy Legal Planning, LLC. She advises individuals, families and small business of their estate planning needs and tax needs. Laura takes extra care to accommodate her clients’ wishes, understanding that estate administration is often emotionally difficult, and that a well formed plan can be crucial to helping a family get through a challenging time. She is diligent in her drafting of wills, trusts, advance directives, powers of attorney, business formation agreements and transfer documents. Laura is an active member of the Maryland State Bar Association Estate & Trust Section Council, the Howard County Estate Planning...

Maxwell is an Estate Planning and Probate Attorney located in Central, Maryland who graduated magna cum laude from the University of Maryland, College Park with Dean's List honors. He attended the University of Maryland School of Law, where he served as an Associate Editor of the Maryland Law Review. He is currently an active member of the Maryland State Bar Association and WealthCounsel, the nation's premier organization for estate planning attorneys.

I have 23 years experience representing parties in divorce, custody, child support, visitation, paternity, and guardianship matters. My goal is to plan for trial from the initial client meeting forward, while at the same time attempting to construct a reasonable settlement for my clients either directly with the other party or through mediation. I was certified as a Collaborative Practitioner March 2011. In addition to representing clients locally, Mr. Bach has extensive experience representing clients involved in international family disputes including divorce, child custody, division of property and family assets, as well as retirement benefits. He has successfully handled...

The Law Offices of Richard S. Sternberg is dedicated to the principle that bigger is not always better. Instead, it rests on a tradition that actually antedates the rise of the “mega-firm”-the solo practice. Emulating a country lawyer in a big-city environment allows Mr. Sternberg to provide more individualized service to his clients, and, at the same time, pursue more collegial relations with other members of the Bar. Since 1984, Mr. Sternberg has dedicated his practice to representing individuals and smaller businesses. For those corporate clients who have larger needs, he is affiliated with the Metropolitan Washington Law Consortium,...

I use my personal and legal experiences to help my clients and their families. I have written articles for the National Academy of Elder Law Attorneys and Maryland State Bar Association. I spoken at Churches, Junior League, NARFE, Ameriprise, Prudential, Montgomery Hospice, American Association of Daily Money Managers, Grass Roots Organization for the Well-Being of Seniors (GROWS), and Hospice Caring on topics, such as, Estate Planning: Wills and Trusts, Common Mistakes in Estate Planning, Planning for Long Term Care, Advance Medical Directives, and Guardianship.

At the Law Office of Adam Habibi, P.C. we handle many US immigration cases on behalf of clients throughout the United States and from around the world. Our mission is to provide you with individual attention and professional service at every step on the path toward achieving your immigration goals. U.S. immigration law is extremely complex and the assistance of a professional guiding you throughout the process is absolutely essential. We also offer affordable pricing and flat rates. Since 2011 the Law Office of Adam Habibi, P.C., has served clients from Maryland, Virginia and Washington, D.C. Reaching innumerable successes in-Court and...

Founding partner Li Weng works in Rockville Law Group LLC’s practice areas of estate planning, family law, IPO and immigration. Li brings a background of over 12 years in estate planning, anticorruption, and trade matters, IPO, SPAC, OTC, immigration as well as transnational practice experience. Over several years, Li advised multinational companies undergoing internal and SEC investigations on potential violations by the companies’ subsidiaries of anti-bribery provisions of the Foreign Corrupt Practices Act. In addition, she represented companies during ITC investigations of antidumping and countervailing duty matters. She helped the firm’s clients to develop their estate, retirement, and gift planning...

Attorney in a boutique law firm focusing on estate planning, trust administration and probate matters, including foreign or ancillary estates, in Maryland, the District of Columbia and Virginia.

Kerri Castellini is primarily a DC-based attorney with a focus on estate and trust administration, guardianship for incapacitated adults and minors, and estate planning. She brings her legal experience to the Trusts and Estates Practice Group and is currently admitted to practice law in Washington DC, Maryland, and before the supreme court. She is passionate about providing a high level of attention to her clients to come up with a plan that is best for their unique circumstances.

Paul Capriolo has been practicing law for over 30 years. He resides in Carroll County Maryland and practices primarily in his home County of Carroll and also in the neighboring Counties of Howard and Baltimore. In addition to being a lawyer, Paul is a Family Law mediator and conducts both private mediation and Court ordered mediation in his role as a mediator appointed by the Judges of the Circuit Court for Carroll County Maryland. In 2014, Paul Capriolo merged his practice with Cynthia Hatten Unglesbee and we now provide more comprehensive services for the benefit of our clients.

"I develop custom planning solutions that underscore my clients’ personal family profile while achieving their wealth transfer objectives in a tax-favored manner."

Experienced Trusts & Estates attorney practicing wealth transfer planning, estate & trust tax law, fiduciary litigation, and business formation & succession planning. Practice Trusts & Estate Planning and Wealth Transfer, Asset Protection, Tax, & Business Planning. Work with individual clients and small business owners. Advise clients on a full spectrum of tax and estate planning services, including wealth transfer, business, and tax planning. Develop customized solutions that emphasized clients’ personal family profile and priorities; and their wealth transfer objectives.

Currently...

In practice since 1987, Attorney Evan Farr is widely recognized as one of the leading Elder Law, Estate Planning, and Specials Needs attorneys in Virginia, DC, and Maryland, and one of foremost experts in the Country in the field of Medicaid Asset Protection and related Trusts. Evan Farr has been quoted or cited as an expert by numerous sources, including the Washington Post, Newsweek Magazine, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association, and has been featured as a guest speaker on television and numerous radio shows, including Fairfax...

I’m Stewart A. Sutton and I have been practicing law in Maryland, the District of Columbia, and California for over 30 years. I am a general practitioner, who helps individuals, families, employees, entrepreneurs, and small businesses solve their ordinary and sometimes extraordinary legal problems.

My areas of practice include: family law; business law; personal injury; civil rights; wills and trusts; legal malpractice, real estate litigation, and appeals. I limit my practice to representing no more than a dozen litigation clients at a time.

My philosophy is to provide the highest quality legal representation to a small number...

Paul Marcotte, Jr. Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. He concentrates his practice on federal, state and international tax matters (both planning and controversy), estate and wealth preservation planning, probate and trust administration, nonprofit organizations, and business counseling and succession planning. Paul helps his clients by putting complicated tax issues into simple English. He makes sure that the individuals, businesses and international clients he services have help navigating our complex tax systems and avoid potential minefields such as increased levels taxation and/or penalties.
Paul’s international...

Paula Calimafde chairs the firm’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.
Paula’s practice encompasses sophisticated estate planning and advising individuals...

Michelle Chapin, a member of the firm’s Estate Planning, Estate & Trust Administration, Tax and Corporate practice groups, advises individuals, families and small business owners regarding their estate and gift planning needs. Recognized as a Top Trusts and Estates Lawyer in Washingtonian magazine, Michelle excels at providing clients with easy to understand explanations of intricate legal and tax matters. She works closely with her clients to create comprehensive and customized estate and business succession plans to achieve their tax and non-tax wealth preservation objectives. She also helps clients implement lifetime gifting and post-mortem wealth transfer strategies and counsels fiduciaries on...

Debbie Cohn’s keys to professional success are as diverse as her eclectic client base that consists of professionals, business owners, retirees, and non-U.S. citizens. Yet perhaps her most critical—and comforting—characteristic is an ability to explain complex concepts in a way her clients can understand. Debbie’s approach to estate planning is equal parts pragmatic and creative, which helps put her clients at ease with the knowledge that their families will be cared for and protected, and their asset protection and wealth management goals will be met. And her wealth of experience and vast knowledge of the law allow her to blend...

Wayne Eig refers to himself as a business and tax lawyer for individuals and closely held entities, providing advice to clients involved in various business, investment, financial and succession planning activities. Sometimes, his clients are individuals or families, sometimes entities and often a combination of individuals/families and affiliated entities working together. Sometimes, these businesses have great value, sometimes they do not – but all of these clients have needs which require legal attention.
Over the course of his career, Wayne has chaired some of the firm’s major practice groups – Estate & Trust Administration, Estate Planning, Tax, and Corporate. In forty...